Coronavirus Recovery Watch: Capital Market Portfolio: 15% 5D Return vs. (-25%) YTD Return – [BlackRock, E*TRADE, Schwab & TD Ameritrade]

+8.68%
Upside
841
Market
914
Trefis
BLK: BlackRock logo
BLK
BlackRock

Our Capital Market portfolio of 4 stocks shows an average return of 15% in the last five trading days compared with a 13% return in the Dow during the same period. This portfolio reflects one set of possible stocks expected to outperform if there’s a reasonably quick Coronavirus-recovery.

 

Top Performers

Relevant Articles
  1. Trailing S&P500 BY 11% YTD, Where Is BlackRock Headed?
  2. Rising 24% In The Last Six Months, How Will BlackRock Stock Trend After 2024 Q1 Results?
  3. Up 10% Since The Beginning Of 2023, What Should You Expect From BlackRock Stock?
  4. Up 10% In The Last Six Months, Does BlackRock Stock Have More Room For Gains?
  5. Will BlackRock Stock Top The Estimates In Q3?
  6. BlackRock Stock Topped The Earnings Consensus In Q2

The top 3 performers within the portfolio in the last 5 trading days were:

  • BlackRock (22.4% return)
  • E*TRADE (17.3% return)
  • TD Ameritrade (11.1% return)

The top 3 performers on Friday were:

  • TD Ameritrade (-1.5% return)
  • Charles Schwab (-1.6% return)
  • BlackRock (-3.9% return)

 

Portfolio Summary (at market close on Friday March 27)

Ticker Market Cap Stock Price Return
BLK  $67.6 Bil $434.34  1D: -3.9%  5D: 22.4%  YTD: -13.6%
ETFC  $7.5 Bil $33.98  1D: -5.1%  5D: 17.3%  YTD: -25.1%
SCHW  $43.2 Bil $33.61  1D: -1.6%  5D: 9.3%  YTD: -29.3%
AMTD  $18.7 Bil $34.51  1D: -1.5%  5D: 11.1%  YTD: -30.6%


Financial Highlights for Top Performer Citigroup

BlackRock’s market cap has declined by $10.2 billion from about $77.8 billion on 12/31/2019 to $67.6 billion now. The company had $14.5 billion in revenue in 2019 from which it derived $4.5 billion in net income and $28.69 in earnings per share.

As a comparison, E*TRADE’s had $2.9 billion in revenue in 2019 from which it derived $1 billion in net income and $3.86 in earnings per share and saw its market cap go from $10.7 billion on 12/31/2019 to the current level of $7.5 billion.

 

See the Capital Market portfolio for more financial highlights on each portfolio company.

Reminder: Portfolio Performance Hinges on Speedy Recovery

Our dashboard forecasting US COVID-19 cases with cross-country comparisons analyzes expected recovery time-frames and possible spread of the virus.

Further, our dashboard -28% Coronavirus crash vs 4 Historic crashes builds a complete macro picture and complements our analyses of the coronavirus outbreak’s impact.

 

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